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Kamal Jeswani | Count Mint Financial Planners | ThaneKamal Jeswani | Count Mint Financial Planners | Thane

Kamal Jeswani

Count Mint Financial Planners•Thane
4/50, Nirmal Jeevan CHS., Kopri, Thane East,
Thane, 400603
4/50, Nirmal Jeevan CHS., Kopri, Thane East, Thane, 400603
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About

Kamal-Jeswani is India's 1st Internationally Certified Financial Success Coach with a CFP^CM & MBA in Finance. Times of India, Tata, Raymond, Ford, Spinny, Meesho, Gartner, Bharti Axa, ACS, Cars24, etc are some of those Elite companies that have invited him to train their employees across India on Personal Financial Planning. He has already trained & guided more than 69,000 participants across the World through Crorepati Mastermind 5.0 & Financial Super Success seminars, workshops and online live sessions. His corporate trainings help the companies increase the financial literacy of their employees, which in turn improves employee’s satisfaction and reduces the attrition rate. He can guide you in planning for goals like child education, retirement planning, save taxes through tax-free investment plans. For more than 9 years, he has been helping people build secured wealth without sacrificing a good lifestyle.

Practice at a glance

9
Years of Experience
102
Families Served
₹21
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Plan Retirement
Save Taxes

Can help you buy / invest in

Health Insurance
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Kamal.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check